Clicking Edit Tags will display all tags currently attributed to the list.

Clicking the Select a group text box when it does not have text in it will display all tags across all lists.

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Important: Currently, tags cannot be deleted.

Note: Any list that is currently tagged will show the tag labels below the list name in this section.

Editing List Tag Names

If you would like to rename a list tag, you will need to do so in the Automation Lists menu. To edit list tag names, do the following:

In SharpSpring's top toolbar, clickContacts > Lists.

In the left panel, under List Tags, click the desired tag.

Hover over the tag name.

Click Edit.

Enter a new name for the tag.

Click Update.

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Adding New Lists to Tags

In addition to adding tags to lists, you can do the reverse and create new lists that automatically apply a list tag. To create new lists with a preset list tag, do the following:

In SharpSpring's top toolbar, clickContacts > Lists.

In the left panel, under List Tags, click the desired tag.

Click Add New List.

Enter a list name.

Optionally, enter a list description.

Select the destination folder for the list.

Optionally, click the Make this list available in the Contact Manager checkbox.

Click one of the following toggles:

• Rules-Based• Manual

Click Create List.

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Sending an Email Across Multiple Lists Using Tags

Using list tags allows you to create lists with very specific segmentation, while still maintaining your ability to interact with those segments in aggregate. Ultimately, this grants you increased control over communications with your contacts.

Consider as an example an email campaign regarding an event. The event strategy deals with the following locations: Boston, Chicago, and San Diego. Each of the locations has their own dedicated list in the application. Email messaging in regards to venue location, dates, and even travel plans will differ for each list. As such, each requires a unique email.

However, a marketing team may want to send a link to a survey to all event participants, asking general questions about what could be done to improve events moving forward. You can use tags to send the survey email to all of lists that have the event tag at one time.

To send an email to multiple lists while using the same tag, do the following: